Best and worst: All-cap value

DavidTrainer

The all-cap-value style ranks sixth out of the 12 fund styles as detailed in my style roadmap. It gets my neutral rating, which is based on an aggregation of ratings of two ETFs and 285 mutual funds in the all-cap-value style as of April 24, 2012. Reports on the best and worst ETFs and mutual funds in every sector and style are on my blog and Trading Deck.

Figure 1 ranks from best to worst the only two all-cap-value ETFs. Figure 2 shows the five best- and worst-rated all-cap-value mutual funds. The best ETFs and mutual funds allocate more value to attractive-or-better rated stocks than the worst, which allocate too much value to neutral-or-worse-rated stocks.

Figure 3 shows that 442 out of the 2215 stocks (over 34% of the total net assets) held by all-cap-value ETFs and mutual funds get an attractive-or-better rating. However, neither of the two all-cap value ETFs and only 13 out of the 285 all-cap value mutual funds (less than 1% of total net assets) get an attractive-or-better rating.

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